Gift Plans for Younger Prospects

Columns and Articles / For Younger Prospects

Donors are writing their wills in their 40s and setting up unitrusts in their 50s – but how can you get the attention of these busy individuals when other organizations are already soliciting them? By talking to them about their goals and plans instead of about the details of your gifts. Chose topics that show how a gift plan can lower income taxes, build savings for kids’ tuition, and help with retirement planning.

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Deferred Gift Annuities, Flexible Gift Annuities

A targeted communication on two rewarding gift plans that will appeal to younger (late-40s to early-60s) planned giving prospects. Especially appropriate for high-income professionals. Copy is...

Price: $245.00 | Product ID: 1005

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Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.

It's the reference "for the rest of us!"